Complete an engagement survey in Perform & Engage 365

Introduction

On the survey start date, employees who are added as recipients of the survey will be invited to complete it in Perform & Engage 365. Employees receive either an email or Microsoft Teams notification, depending on how they choose to receive notifications in Settings > Notifications. The notification includes a link to the survey.

If a recipient doesn't complete the survey, Super admins might send a reminder notification. This notification also includes a link to the survey.

The time at which employees are notified of a new survey depends on the time they select in Settings > Notifications > New Engagement Survey Assigned. By default, this is set to 09:00 on the survey start date (according to the Timezone selected in Settings > User Settings > Profile).

In this article, we describe how employees complete engagement surveys.

Complete an engagement survey

Required role: Employee.

1. Select Me > Dashboard > Engagement Surveys. Alternatively, select the link in the invitation email or Microsoft Teams notification then go to step 3.

Here, you see all current and past surveys assigned to you.

The survey due date and status (Not submitted or Submitted) are displayed.

You can complete surveys with the Not submitted status.

2. Either select Complete Survey in the Engagement Survey pending section, or select the relevant survey in the list to open it.

3. Answer the survey questions. You need to provide an answer to at least one question before you can submit your answers.

Work through the survey, answering each question in turn.

Below each question, you're reminded that all survey responses are anonymous and can't be traced back to you.

There are four types of question:

• Text. Enter the answer to the question in the first Enter response field. If you want to enter more than one answer, use the additional Enter response fields.
• Choice. Select the checkboxes of all the answers that apply to you.
• Rating. Move the slider to the relevant point on the scale. The selected point on the scale is displayed in the box to the right of the slider (if this feature is enabled for this survey). If the box is displayed, you can enter the rating directly here and the slider position will automatically update to match the number.
• Yes/No. Select the radio button that applies to you.

4. Once you've answered the questions, select Submit to submit your response or Save draft so you can return to it later.

Once submitted, a confirmation message is displayed.

5. Select Back to Engagement Surveys. You're redirected to the Employment Surveys page.

Here, the survey Status changes to Submitted and the Submitted on field shows the date on which you submitted your response.

It isn't possible to view or edit submitted surveys.